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Dec 10, 2012
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retail stocks and your exposure in china such as tiffany. >> i'm not a fan of tiffany. that stock has been a very, very difficult stock. i do think that you want to look at pch because of the warm weather in america, but on calvin klein, that's the one i think you ought to look at. got to come in, warm weather is going to cause everybody to have jitters. i wish we could forget about politics. until we get a deal, it's bad news for themarket. even for cheap stock like apple. "mad money" will be right back. >>> tonight, two companies with break through products that are leading the charge. cramer is talking to the ceos of immunojet and seattle genetics, just ahead. and later, reenergized in pipelines, they're america's energy toll road and they can provide investors with a secure source of dividends, but his investment in north dakota's oil rich back and shale continues, cramer's looking for companies that are looking to expand. all coming up on "mad money." well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that
retail stocks and your exposure in china such as tiffany. >> i'm not a fan of tiffany. that stock has been a very, very difficult stock. i do think that you want to look at pch because of the warm weather in america, but on calvin klein, that's the one i think you ought to look at. got to come in, warm weather is going to cause everybody to have jitters. i wish we could forget about politics. until we get a deal, it's bad news for themarket. even for cheap stock like apple. "mad...
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Dec 18, 2012
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margin ways, specifically india and china. you have large dividend yield, low debt, very cheap and will hold up better because expectations, there's not many of them. the stock is, i think, a very good opportunity because expectations are so low. >> mack, good to see you. >>> time now for what you might have missed in pops and drops. arcos dorados. >> it's playing it down low. it isn't that great a move. i think you wait to buy it above the 50, $12.90, great stock. >>> baker hughes, up 3%. >> some negative comments, took bhi down and the comments at bhi were not really as negative as the street thought. at $42 a little room on the upside. will take you higher. >> abercrombie. >> too expensive for me. can't get on board here. >> down 1%. >> keep your eyes on your fries. this thing is a big deal. a lot of people in bonds, a lot of flow into bonds. they could head out. i think you see follow through and cut our fixed exposure to 2%. >> mike. >> today, there was news the eu might require larger warning labels on cigarettes, negati
margin ways, specifically india and china. you have large dividend yield, low debt, very cheap and will hold up better because expectations, there's not many of them. the stock is, i think, a very good opportunity because expectations are so low. >> mack, good to see you. >>> time now for what you might have missed in pops and drops. arcos dorados. >> it's playing it down low. it isn't that great a move. i think you wait to buy it above the 50, $12.90, great stock....
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Dec 17, 2012
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still sold iphones in china eye poen is 51% of apple's total revenue. you cannot understate or overstate the importance of that. >> the best first week of sales ever. >> if you weren't seeing the hobbit, you were buying an iphone. or beth. a both /* both. you were tweeting about the hobbit on your new iphone. >> john the day john forte has been salivating about for hours. the end of january, here in new york city. stock, look at the recent run, by the way. up more than 50% in about 30 trading days. led us to ask the question, is everything fine? >> that's a u shaped recovery. look that. a perfect u. >> it spp what do you say, john? is research in motion back, baby? >> no, not yet. >> i tried. >> i know. it doesn't take much to make me salivate today because all i've had to eat is a protein bar. blackberry 10 is exciting. but we still don't know exactly what is coming there yet. couple things. for the quarter report willing tomorrow, revenues are about half. if they meet expectations, or if they meet a little, they are expecting an eps loss of 35%. secon
still sold iphones in china eye poen is 51% of apple's total revenue. you cannot understate or overstate the importance of that. >> the best first week of sales ever. >> if you weren't seeing the hobbit, you were buying an iphone. or beth. a both /* both. you were tweeting about the hobbit on your new iphone. >> john the day john forte has been salivating about for hours. the end of january, here in new york city. stock, look at the recent run, by the way. up more than 50% in...
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Dec 26, 2012
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government is put on a negative watch by china? by china? the credit rating agency in china put them on the u.s. government debt on a negative rating at this point. negative watch. this, of course, was supposedly independent rating agency created in china to try to rival moody's and s&p and fitch's. that's getting interesting play out there. their independence, of course, greatly in question. guys, back to you. >> bob, get a lozenge, will you? >> sorry about that. >> let's head to the pits. good morning, rick. >> good morning, melissa lee. well, no surprise we're still hovering in the 170s in the ten-year. but maybe something interesting. you know, on the floor we call it the growth dividend. if you look at a chart for our ten-year starting on july 26th, and i pick july 26th because that was mario draghi's big day. he said anything it takes. as you look at our rates over that period, then look at the boon rates over that period. you can see that the growth/disparity, our yields are higher in that formation than boon yields, because even thou
government is put on a negative watch by china? by china? the credit rating agency in china put them on the u.s. government debt on a negative rating at this point. negative watch. this, of course, was supposedly independent rating agency created in china to try to rival moody's and s&p and fitch's. that's getting interesting play out there. their independence, of course, greatly in question. guys, back to you. >> bob, get a lozenge, will you? >> sorry about that. >> let's...
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Dec 21, 2012
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we know china's economy is on the mend. that's good news for mgm china. they have one resort right now but back in october mgm got permission to build a hotel and casino on the strip which is a huge new development of macau. it will take years to get this up and running. most don't expect it to open until 2016 or 2017 but gives mgm growth down the road. growth guys love that stuff. mgm popped off lows. not caught the bottom here. if you wait for fiscal cliff related pullback, you probably will do better and you know they'll give us a couple. in this uncertain environment there's nothing better than a good old fashioned turnaround story. a three headed turnaround. clean up the balance sheet, vegas is improving, china is growing too. bet on mgm when the fiscal cliff looms next strike and this as well as all other stocks get hammered. craig in my home state of new jersey. craig? >> caller: how are you doing? >> what's going on, partner? >> caller: calling about expedia. how you feel about that? >> i feel really good about that. i follow this closely. expedia
we know china's economy is on the mend. that's good news for mgm china. they have one resort right now but back in october mgm got permission to build a hotel and casino on the strip which is a huge new development of macau. it will take years to get this up and running. most don't expect it to open until 2016 or 2017 but gives mgm growth down the road. growth guys love that stuff. mgm popped off lows. not caught the bottom here. if you wait for fiscal cliff related pullback, you probably will...
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Dec 21, 2012
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yum is growing hugely in china. watch yum brand stock take a lit after hit on that one. >> this is doing quite well on its revenues. >> yes. eps in inline but as mandy noted, sales are up. is up skripgss with strong growth. that stock up 37% over the past year. >> this is a name we don't often come up against. it is soaring today so we will throw it in. >> soaring, and this is a small company, slightly bigger than $500 million in cap because of the move today. they licensed some technology to pfizer, which obviously is a huge big partner. that enables drugges to be self injected sub cutaneously, ie, under the skin. >> and it rears its head once again. herbalife, a story we have been following all week. a little bit of damage control going on at the company, would you say. >> another 18% today. folks, the stock, the last three days, just terrible for herbalife. the news here is that not only is an an update but, an analyst day january 7 where they plan to directly address bill ackman's point. no doubt they will work
yum is growing hugely in china. watch yum brand stock take a lit after hit on that one. >> this is doing quite well on its revenues. >> yes. eps in inline but as mandy noted, sales are up. is up skripgss with strong growth. that stock up 37% over the past year. >> this is a name we don't often come up against. it is soaring today so we will throw it in. >> soaring, and this is a small company, slightly bigger than $500 million in cap because of the move today. they...
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Dec 10, 2012
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than china. partly because of relative wage levels, but also partly because of its proximity to the market and with energy and transport costs being what they are today, you're going to see a lot of change. and the u.s., like our industrialized economies, is going to have opportunities and it needs to prepare itself to exploit those opportunities. >> the ilo director general guy ryder talking to carolin. just a reminder, we spoke to pascal lamy who confirmed they've downgraded the world trade percent this year. that's had an impact on the volume of trade. it did ask him about what he thought the political situation in italy was going to develop and what impact. he said he thought and believed it would be contained, but then, of course, we might expect him to say that, as well. but he was speaking with mario monti earlier in the weekend, as well. on saturday he was with him. >> a diplomatic response, i would expect no less. great stuff from geneva. looking forward to having you back here tomorrow.
than china. partly because of relative wage levels, but also partly because of its proximity to the market and with energy and transport costs being what they are today, you're going to see a lot of change. and the u.s., like our industrialized economies, is going to have opportunities and it needs to prepare itself to exploit those opportunities. >> the ilo director general guy ryder talking to carolin. just a reminder, we spoke to pascal lamy who confirmed they've downgraded the world...
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Dec 11, 2012
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china is still positive in the fourth quarter. china is going to show a slow and steady improvement. so we need those. >> higher expectations stronger in the likes of taiwan, india and brazil. let's go back to where you say they're weakest. greece, italy, spain, the netherlands. this is a very weak feature, indeed. how bad in it? >> it's bad. the eurozone is the global economic problem now. if you look at asia where i just returned from, both countries are feeling optimistic. but they seem to be inwardly focused now by being a triangle of china, india, indonesia. we're not seeing a great benefit into europe as we did before. for instance, germany is looking pretty pessimistic. based on its lack of export performance to places like china. >> yeah. when the bundes bank came out and shortly downgraded forecasts, how is the employment picture? if you've got a relatively healthy china and the u.s. consumer bounce back, wouldn't that help germany? >> it certainly would. germany is relatively flat in terms of the employment outlook. so i
china is still positive in the fourth quarter. china is going to show a slow and steady improvement. so we need those. >> higher expectations stronger in the likes of taiwan, india and brazil. let's go back to where you say they're weakest. greece, italy, spain, the netherlands. this is a very weak feature, indeed. how bad in it? >> it's bad. the eurozone is the global economic problem now. if you look at asia where i just returned from, both countries are feeling optimistic. but...
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Dec 19, 2012
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/china relationship? >> well, i think that it's a little too early to tell that this is symptomatic of the new administration. but i do expect that there will be progress in certain areas. china has been asking the u.s. to lift restrictions on high-tech exports. and i gather that the obama administration is consider something kind of overhaul of the current restrictions. so there might be some change there was benefit to china. and on the u.s. side, the u.s. would like china to lift restrictions on imports of livestock. and it looks like china is willing to do that on a gradual basis. so i think that there would be some positives coming out of these meetings today and tomorrow. >> and lastly, frank, what would be the most significant policy move period to come from this. again, aside from the news we've already heard about the import duties, are you looking for any big-name tie-ups, or is this about meeting and shaking hands, especially because the u.s. leadership still isn't settled, erkts speci especial
/china relationship? >> well, i think that it's a little too early to tell that this is symptomatic of the new administration. but i do expect that there will be progress in certain areas. china has been asking the u.s. to lift restrictions on high-tech exports. and i gather that the obama administration is consider something kind of overhaul of the current restrictions. so there might be some change there was benefit to china. and on the u.s. side, the u.s. would like china to lift...
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Dec 1, 2012
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of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real mixed picture lately. nike has had a very nice run in the united states. but china's been a big disappointment, including concerns over too much inventory. coach is expanding rather rapidly in china. the latest weakness came from the united states, not china. starbucks. i think china is a growth story there frankly. the high quality problem of lines that are too long. i think we'll hear amazing things about china when howard schultz has his analyst conference in new york on december 5th. it will be a great con fab.
of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real...
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Dec 1, 2012
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nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and the nfl. i'm very tired. we have a commissioner here for fantasy football. sometimes i want to wring his neck. he says i can't get the download of the waiver wire for multiple hours. this is a rival website. what have you done for nfl.com? >> eric and roger goodell, these are great leaders. they know what to do for their fans. they want to improve the fan experience. >> they pick up the phone and they call you? i know you call everybody. >> they call me. exactly. or i'll call them. as long as we talk we can solve problems. now
nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and...
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Dec 11, 2012
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china's m.o. is this. they basically buy american companies, strip them of technology and ship the jobs to china. case in point would be brantley helicopter. used to be in texas. 2009 china buys it. now all the production facilities are in jindao. this is the problem. the promise to keep the plant going. now a-123 is interesting. they have cutting edge technology which will be exported to china. that's the bigger issue. one company at a time, larry, is going over to china, helping to build their industrial base. and the other thing -- >> hang on a second. this is an important point. ann lee, i'd like to get something from this. okay? if the u.s. foreign investment advisory board okays the deal, fine. but they counterfeit our goods. the chinese have a lot to answer for. shouldn't we make a deal? we let them buy the company but we should make a deal and they should somehow stop all the pirating of our technology? >> i think the chinese government is already trying to crack down on counterfeiting and other th
china's m.o. is this. they basically buy american companies, strip them of technology and ship the jobs to china. case in point would be brantley helicopter. used to be in texas. 2009 china buys it. now all the production facilities are in jindao. this is the problem. the promise to keep the plant going. now a-123 is interesting. they have cutting edge technology which will be exported to china. that's the bigger issue. one company at a time, larry, is going over to china, helping to build...
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Dec 19, 2012
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so you have china engineering a soft landing and starting to recover. you have europe away from the brink. greece got upgraded today. who would have thought it. that is what the market is looking at. saying okay. it is not going to be the worst kcase sharcenario, but you coul extend the middle class tax cuts and be done with it. it is in a recession. >> and i think the market would not like that very much. everybody is expecting that you get the middle class tax cuts done. >> and if you can get china and europe doing better. it is hard to be terribly bearish on the u.s. >> y are going to stay with our politico expert. this is a rally that has surprised experts. it hasn't been that easy to be optimistic. >> it is. i think you have to be cautious here. the probability that this could fall apart is very, very real. >> so, you have to be careful up at these levels as a trader. i have low exposure up here. i have protection. that is how you have to play this market. stay with us please. >> yesterday it looked like washington was inching towards a deal. but t
so you have china engineering a soft landing and starting to recover. you have europe away from the brink. greece got upgraded today. who would have thought it. that is what the market is looking at. saying okay. it is not going to be the worst kcase sharcenario, but you coul extend the middle class tax cuts and be done with it. it is in a recession. >> and i think the market would not like that very much. everybody is expecting that you get the middle class tax cuts done. >> and if...
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Dec 3, 2012
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america owes more than $16 trillion to debtors like china and that number is growing by billions a day. we are spending $1 trillion a more than we take in every year. you can do the math on that and see if we didn't curb that trend. a day of reckoning will come. nearly 100% of the fight in washington has been about taxes and if we should be raising rates or getting revenue by limiting deductions for that same group. the president has dug in his heels on this issue. treasury secretary timothy geithner making it clear this weekend there will be no deal if rates do not go higher. i don't understand this insistence. if you want to get $100 from me do you care where i get it from? no. you just want your money and the white house is ready and willing to let america go over the cliff over the way the so-called wealthy pay more. something does not make sense here to me. something else makes less sense, namely that we are spending so much time and energy on the tax issue. if we are serious about cutting our deficit we must be having a frank discussion about medicare. the white house and gop hav
america owes more than $16 trillion to debtors like china and that number is growing by billions a day. we are spending $1 trillion a more than we take in every year. you can do the math on that and see if we didn't curb that trend. a day of reckoning will come. nearly 100% of the fight in washington has been about taxes and if we should be raising rates or getting revenue by limiting deductions for that same group. the president has dug in his heels on this issue. treasury secretary timothy...
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Dec 19, 2012
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>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this capacity that needs to be reduced is continuing to grow. so, we think capacity in china is going to row. you have much more supply than the demand. we continue to see price pressure. >> gordon, one of your competitors, i think tend of november, has a $50 price target on the stock. mentioned their cash flow. i'm not asking you to talk about their call but can you talk about their cash flow? do they have a healthy situation? >> that's a good point. where the projects they have, they will have the cash. but once the projects are over, if you look at first solar's earnings over the past four quarters, quarters whe
>> what you heard out of china, a government official in china said last month, he was quoted until saying, if we continue bi bailing these companies out in china, it's giving a patient poison to quench their thirst. you had a bailout of sun tech, a bailout of another chinese company and you've had multiple bailouts since then. you have massive oversupply in this market. you need companies to go out of business. what china is doing, they are coming in and bachling them out. thus this...
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Dec 17, 2012
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their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is fascinating. the 920 phone and the fact they actually have a contract with china mobile. 700 million subscribers, more than that. this company with the windows 8, i think there's a lot of different catalysts out there. we saw you unusual activity in this name. it was trading around $2. today, $4 a share. i think nokia's not going to beat up on apple, but if you want performance, that's the name to be in. >> gain market share at apple's expense? >> i think they can gain some market share. i don't know if it's at apple's expense, htc, whoever it is going
their user base is highly mobile in china. these guys have to prove to people they can compete in the same space that google is trying to but they dominant. they don't have any competitors out there and this s.e.c. investigation into the chinese internet names is overdone. this is a great place on the chart. momentum is with you. >> pete, you're going to tim's girl, actually. >> tim's old girl. everybody's hated nokia. this stock was underneath $2 a share. i think this thing is...
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Dec 17, 2012
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a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become addicted to apple. we are deeply focused on its decline which continued in the a.m. today, taking out $500 right before the opening, while it rallied with the rest of the market into the bell. i'm sure some people feel it's now washed out. i for one welcome the shakeout. apple had become the only stock that people talked about, a sure sign it was overheated. the summer soldiers, the sunshine patriots, they're now headed for the hills. aided by analysts who can't take the pain and are anxious to distance themselves from a stock that they perceive to be a loser so they cut the price targets an
a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become...
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Dec 20, 2012
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it's doing brutal in china and in terms of sales, they're used to double-digit gains in china. they saw double-digit negatives in china. so, the take away is, they're managing their business extremely well, despite weakness in china and north america is strong right now, so, if you believe in the thesis that the u.s. growth will be outstripping a lot of parts of the world, than nike looks pretty good right now. >> thank you for that, brian. and so some degree, we knew about the weakness in china, talked about inventories in china. >> we suffered the china weakness in the june quarter. that's where these guys -- they missed, they got destroyed that day and this is a company that has actually typically beat it over the last two years. but china is 11% of their sales. as much as it's exciting to talk about nike in china, this is not their holy grail. they still need to compete. the u.s. is 37% of sales. europe is 17% of sales. at 20 times earnings, these guys with 20% roe, these guys are worth owning here and 2% div. broke through 100, the stock actually looks like it's breaking o
it's doing brutal in china and in terms of sales, they're used to double-digit gains in china. they saw double-digit negatives in china. so, the take away is, they're managing their business extremely well, despite weakness in china and north america is strong right now, so, if you believe in the thesis that the u.s. growth will be outstripping a lot of parts of the world, than nike looks pretty good right now. >> thank you for that, brian. and so some degree, we knew about the weakness...
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Dec 21, 2012
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china ma and japan. and i think you can start to nibble a little on china and japan, as well. >> michael, is there an argument to be made that you don't want to touch stocks right now until you have some clarity on this fiscal cliff? just in case we see a big sell-off? >> there is, but i'll argue, too, that you're talking about $600 billion being sucked out of the economy next year. the s&p made $20 trillion. while we are looking at the fiscal cliff countdown, there is another countdown to new all-year highs when the dow is close to the prior peak around 600% from here. investors should be looking overseas. you want to look where there is no fiscal cliff equivalent, primarily in emerging markets. but nonpartisan analysts have pointed out that if we go over the cliff and take that $600 billion with it, we go back to recession. how do you justify going into stocks and going into all-time highs if we go back to recession? >> that assumes all else being equal, the problem is you look at europe, it's recoveri
china ma and japan. and i think you can start to nibble a little on china and japan, as well. >> michael, is there an argument to be made that you don't want to touch stocks right now until you have some clarity on this fiscal cliff? just in case we see a big sell-off? >> there is, but i'll argue, too, that you're talking about $600 billion being sucked out of the economy next year. the s&p made $20 trillion. while we are looking at the fiscal cliff countdown, there is another...
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Dec 15, 2012
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you can't get your hands on guns in china but it's happening with knives and axes in schools. there's not really much you can do. columbine had an armed guard. virginia tech has an armed police presence. it's not the answer. i think it's just identifying these people and somehow stepping in before this happens. >> blake, let me ask you this -- mark opens the door about security and armed guards and so forth. my sister-in-law, bless her, down in virginia beach, is a schoolteacher. she called my wife this afternoon to relay a story about security in some of the inner city schools in that area. let me read you what she said. somebody comes into the school, they have to get buzzed in. this guy got buzzed in. we don't know yet why, how, when and where. but he got buzzed in. the buzzer goes off and sets an alert. follow me on this. somebody buzzes in. maybe they go through a window. teachers start a drill. the kids are put into a corner. listen to this. shades are pulled down, lights are then flicked off to leave the impression to a potential killer that nobody's in the classroom. n
you can't get your hands on guns in china but it's happening with knives and axes in schools. there's not really much you can do. columbine had an armed guard. virginia tech has an armed police presence. it's not the answer. i think it's just identifying these people and somehow stepping in before this happens. >> blake, let me ask you this -- mark opens the door about security and armed guards and so forth. my sister-in-law, bless her, down in virginia beach, is a schoolteacher. she...
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Dec 14, 2012
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opened 30 new stores in china. and there is a universality in gap that will resonate over there. and the results were pretty darn good. the company delivering 6% increase in same-store sales. driven by strength. and i think the strength is going to continue. in fact, i bet things get better in the first half of the year. why? how about the raw cost issue. high cost cotton, a big headwind for gap. the price of cotton declined dramatically and the company will lap double digit cotton price increases. cotton is a huge cost for gap. more so than any -- more so than most retailers. the savings from lower cotton prices represent a tailwind for the company. what we discovered with dollar general if gross margins are expanding, people like you, even if margins aren't as strong as we were true. gap sells 9% long term growth rate. buy the stock here and buy more if it goes lower as we approach the ugh-ugh. that's the new thing for fiscal cliff. two lines. anyway, gap is not getting credit it deserves. the recent pullback is a terrific buying opportunity, one you don't want to miss, at leas
opened 30 new stores in china. and there is a universality in gap that will resonate over there. and the results were pretty darn good. the company delivering 6% increase in same-store sales. driven by strength. and i think the strength is going to continue. in fact, i bet things get better in the first half of the year. why? how about the raw cost issue. high cost cotton, a big headwind for gap. the price of cotton declined dramatically and the company will lap double digit cotton price...
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Dec 6, 2012
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market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail corridor, and kansas city southern's mexico business grew auto volumes at an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audi will be opening new plants. bmw has. crazy, huh? bmw. over the time frame, mexican auto production is expected to surge from 2.5 million vehicles a year to 3.5 million. i think that's low versus what will ultimately be. and kansas city southern and kansas city southern believes they will have 60% market share. kansas city southern should benefit from the auto rebuild that's needed in the wake of hurricane sandy. can't get this stuff to america fast enough. united states fast enough. thanks to the strength of the economy, the increasing volumes with declining c
market relative to china. now roughly 60% of mexico's gross domestic product is in kansas city southern rail corridor, and kansas city southern's mexico business grew auto volumes at an astounding 31% clip in the last quarter. who's got that kind of industrial growth? and the company expects growth to continue in that solid double digit range. what's more, kansas city southern currently serves nine auto plants in mexico, but nissan, honda, mazda and audi will be opening new plants. bmw has....
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Dec 21, 2012
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where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending, capital spending down, we have some other parts of our business that are doing extremely well. you mentioned some of the mechanics business we're involved in which we call our materials technology group. that has nothing to do with electronics so we don't have to sell any electronic hardware for those businesses to perform well. parts of our business really are a reflection of the economy and other parts of our business are growing very robustly. so i'm very hopeful for the balance of the year and, you know, i think the company is diversified enough to take advantage of whatever opportunities are out there.
where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending,...
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Dec 12, 2012
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china is getting expensive. everyone needs to respond faster to the consumer. >> as much as a success story as this is for inditex, what kind of read is it for the consumer more broadly? i think about the big u.k. department store talking about a great sudden. is the strength perhaps -- great saturday. is the strength perhaps of the consumer, whether it's driven by overseas visits, underestimated? >> i think you're talking about the employment figures. if adds up. if you look at the u.k. particularly, shoppers are out there. if you look at the numbers that we've seen, john lewis had extremely strong figures, asos had strong figures in the u.k. car sales are hitting new highs over the last several years. with the likes of the german mark's, the luxury's doing the best. people are feeling more confident, particularly if they've been in employment for a while. the key thing -- they are shopping for quality. where they actually get value and quality is really -- those companies are doing particularly well. you are b
china is getting expensive. everyone needs to respond faster to the consumer. >> as much as a success story as this is for inditex, what kind of read is it for the consumer more broadly? i think about the big u.k. department store talking about a great sudden. is the strength perhaps -- great saturday. is the strength perhaps of the consumer, whether it's driven by overseas visits, underestimated? >> i think you're talking about the employment figures. if adds up. if you look at the...
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Dec 11, 2012
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we talked about this on "fast money" a couple of years ago, when -- >> when china restricted rare earth, this was a great stock to be in. it became a broken momentum stock, the story started to fall apart. the last couple of davedays, th stock was up 20% to 30%. >> it's gone from six bucks around the s.e.c. probe time, $11.33 and actually gave back after hours, really effectively what it gained today. the stock still looks some what bull proof -- >> really? >> despite the fact you've seen a move after hours in the change on the ceo, there are some people that said, this guy needs to go. and i think there were questions about the surrounding s.e.c. probe, there were questions about the mine in california, so, i think people might be ultimately outside of, there's never, you know, consistency and some vision from the top, is what everybody wants to see and we don't exact lly know what wee going to get. this isn't necessarily bad news. i'm really saying, a stock that's run this much, for this kind of reaction, i'm just saying, this is not a huge reaction. >> we should be clear. the company
we talked about this on "fast money" a couple of years ago, when -- >> when china restricted rare earth, this was a great stock to be in. it became a broken momentum stock, the story started to fall apart. the last couple of davedays, th stock was up 20% to 30%. >> it's gone from six bucks around the s.e.c. probe time, $11.33 and actually gave back after hours, really effectively what it gained today. the stock still looks some what bull proof -- >> really? >>...
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Dec 15, 2012
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the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic, people, but i'll give you my story. my charitable trust owned it for a long time. one of our longest held positions. we did some selling about 90 points ago. why? because the stock had gone up so much that we had become the apple fund. so we took some profits. i confess to also being worried that the company lacks any new omg products and that could dim the company's long-term prospects. but we're holding on to the rest of our position in the trust because i think apple's a good investment that's inexpensive, even after the analyst numbers we got today. can't tra
the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic,...
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Dec 14, 2012
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people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big brand names. what a big week next week. friday we get results from walgreen's. i feel badly for wag. we just heard from cvs yesterday which boosted its numbers. that's a tough comparison to go against. i don't know how walgreen's can keep up. i will say this, though, the drug stores have been in secular share take mode from other stores, which is one reason why cvs was able to deliver such a strong number p. and i think walgreen's will show better numbers now that it's put its express scripts tiff behind it. moving over to cvs. that was really he helpful for c slchlt s. the gigantic p
people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big...
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Dec 20, 2012
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china. china is huge for them and southeast asia. they're growing around the world. doesn't mean clear sailing. but it's a much healthier company than it was when it went into bankruptcy. >> michelle krk you tell me why buicks are so popular in china? >> it has a long history of strong image there. >> they're buicks. >> gm went in early. well, it's got a different image there. >> even tiger finally said i can't sell these things. >> any, appreciate it, michelle. thanks for trying to give me a straight answer. i'm sitting in the same chair i sit at in the morning. the big report on what happened in benghazi came out late last night and it seemed to go to great luns. >> they were mid level, right? >> yrks joe, they took the fall. from my information, i want to emphasize bend has been ongoing information. this state did and right now the people leaving the state department are victims of the government's need to cover up the larger story, that the security at the benghazi mission and it was a with the cia was about recruiting, arming, funding and transferring artists to
china. china is huge for them and southeast asia. they're growing around the world. doesn't mean clear sailing. but it's a much healthier company than it was when it went into bankruptcy. >> michelle krk you tell me why buicks are so popular in china? >> it has a long history of strong image there. >> they're buicks. >> gm went in early. well, it's got a different image there. >> even tiger finally said i can't sell these things. >> any, appreciate it,...
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Dec 26, 2012
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. >> and that was a china story, too. >> yeah, foot on the brake, hard, out of china, and that's why these coal names were so depressed. i don't think they come back, guy, but not come racing back and it's all because of the shale plays and that's why i think energy produced out of there is going to put a cap on how much of a rally we're going to see out of coal. >> how about jcpenney? anybody willing to take a bet? we had an analyst on "squawk on the street" on monday who visited stores over the weekend, said, you know what, the traffic was good. they went back to their promotion always and brought people back in. >> until there's an actual turn in the data, i don't care what a store looks like on a tuesday. i can't invest based on that. when we look at the data, technically, the stock's been acting a little better. there's a ton of shorts in this thing, though. that's hard to go by and there's just not turn yet. i'd rather buy the thing higher when there's some sense that the business has stabilized. i don't want to buy it here where we really have no idea when these metrics bottom
. >> and that was a china story, too. >> yeah, foot on the brake, hard, out of china, and that's why these coal names were so depressed. i don't think they come back, guy, but not come racing back and it's all because of the shale plays and that's why i think energy produced out of there is going to put a cap on how much of a rally we're going to see out of coal. >> how about jcpenney? anybody willing to take a bet? we had an analyst on "squawk on the street" on...
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Dec 19, 2012
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i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the easiest story, everybody wrote it. turned out two fabulous places to invest. how about this housing market? most common worry, the dreaded shadow inventory. oh, the shadow inventory. >> the house of pain. >> so many banks and so many homes said the books could never recover. wasn't that the narrative? now, where are we? the shadow inventory turned out. the banks that were thought to be a ton of shadow inventory in the books, i hope they have some because they've been the hottest stocks around. especially bank of america, up more than 100% for the y
i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the...
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Dec 14, 2012
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also, china story. apple's iphone is officially on sale in china starting today. that should help apple reverse a slide in its market share in that really important area. but analysts say the key to apple's future in china is a tie-up with the telecom operator china mobile. the two have been in talks for years but haven't yet come to any agreement. and you wonder how much china, how much do they want? how much do you have to give up to get a part over there? almost everything, right? >> pretty much. all of your data, everything -- >> their way, they get your technology. do they get the lion's share of -- do they split anything down the middle? >> anyway let's talk about facebook. a major facebook lockup expiration is happening today. early employees' investors will get their first chance to sell about 156 million facebook shares since the ipo back in may. and joining us now on the "squawk" newsline, henry blodget, the ceo and editor in chief at business insider. good morning. >> good morning, thanks for having me. >> a little prognostication here. does this matter
also, china story. apple's iphone is officially on sale in china starting today. that should help apple reverse a slide in its market share in that really important area. but analysts say the key to apple's future in china is a tie-up with the telecom operator china mobile. the two have been in talks for years but haven't yet come to any agreement. and you wonder how much china, how much do they want? how much do you have to give up to get a part over there? almost everything, right? >>...
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Dec 19, 2012
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because i think that the analogy i made in terms of china, everybody is mad at china for selling our movies and music, but yet for an individual, you don't have that kind of right. you own the picture, you took it. >> intellectual property. >> facebook owns instagram. do you think this was a shocker? >> i know those guys, they're really intelligent, they typically try to do things the right way and this one apparently got a little away from them. >> we were talking for a long time, we have been talking for a lock time about retailers going out of business bought of dot comes. what's new here? >> the share of retail done by the online players just keeps expanding in the key categories. basically everything other than what you consume, grocery and drug, is the online guys are getting more and more share. the retail pie is only so big. online guys extend their share of the pie, the part left for the physical guys, it shrinks and they've got such high fixed cost structures that they can't survive that. and so, the logical implication for a lot of these really historically successful reta
because i think that the analogy i made in terms of china, everybody is mad at china for selling our movies and music, but yet for an individual, you don't have that kind of right. you own the picture, you took it. >> intellectual property. >> facebook owns instagram. do you think this was a shocker? >> i know those guys, they're really intelligent, they typically try to do things the right way and this one apparently got a little away from them. >> we were talking for a...
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Dec 26, 2012
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the fact that the materials were strong indicates china is doing well and that goes along with the transportation stocks so there's a little bit better tone away from the fiscal cliff. that's where it is right now. >> what about this concept. skeptical, the idea that we're underowned in the stock market and anything -- any resolution could mean stocks. >> a lot of cash on the sidelines that will be put to work if you get a little bit of a sign of a resolution here, bill. happy new year. >> nice tie, but i'm always saying that to you. we're going to the mid-point of the range, dow down 22 points. that's the first hour of the "closing bell." stand by now for hour number two. >> and welcome back, to the "closing bell." i'm mandy drury sitting in for maria bartiromo. it is the end of another trading day, and, no, we do not have a fix for the fiscal cliff. guess what, the numbers also reflect that. let's take a look at how a day on wall street, looks like the dow is down marginally, 24 points to the downside and the nasdaq off by the biggest percentage loss, down by 22 points and the s&p 500 is down b
the fact that the materials were strong indicates china is doing well and that goes along with the transportation stocks so there's a little bit better tone away from the fiscal cliff. that's where it is right now. >> what about this concept. skeptical, the idea that we're underowned in the stock market and anything -- any resolution could mean stocks. >> a lot of cash on the sidelines that will be put to work if you get a little bit of a sign of a resolution here, bill. happy new...
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Dec 18, 2012
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be cooling off going on in china. that exacerbated a selloff in the agriculture commodities and that translated to a selloff in gold and silver as well. what's interesting to note are some reports out from firms talking about what happened in commodities overall. so far this year we have seen losses overall for commodities sector. gold, though, has fared pretty well up 7% year-to-date. back to you, sue. >> thank you so much, sharon. let's bring in jeff kilberg. i know a lot of people are longer term quite bullish on gold. why are we see this pressure taking it apolo the 1700 mark. >> well, sue, i think we saw a knee-jerk reaction initially when boehner came out with plan b. that technically got the ball rolling to the downside. keep in mind one week away from christmas. these holiday markets you can really get pushed around. traders have to be aware on thin volumes. came down to the november 5th low, new low on the close, 1670. right now i think they are stripping out the inflation in gold and really focused on the fi
be cooling off going on in china. that exacerbated a selloff in the agriculture commodities and that translated to a selloff in gold and silver as well. what's interesting to note are some reports out from firms talking about what happened in commodities overall. so far this year we have seen losses overall for commodities sector. gold, though, has fared pretty well up 7% year-to-date. back to you, sue. >> thank you so much, sharon. let's bring in jeff kilberg. i know a lot of people are...
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Dec 18, 2012
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europe appears to be moving in the right direction as is china so the fundamentals are moving in the right direction, but the truth is if washington messes this up, we could go into recession the first part of next year, so that's what's keeping the cautious one on equities. ultimately i think we will finish higher for 2013, but we've got -- we've got to get past this fiscal cliff, because if we don't we go into recession, and i will go underweight stocks. >> all right. we will leave it there. gentlemen and liz ann seaners, good to have you on the program. appreciate it. >> thank you. >> thanks so much. sticking with the market and the economy, ceo co-founder ken langone. >> thank you. merry christmas. >> the co-founder of home depot, a financier, a guy who has his finger on the pulse of global business. that's why we wanted to have you for the whole hour. >> very nice. >> thank you and merry christmas to you as well. what's your take? just got the numbers from okay. here we are, every day worry after worry after worry on this fiscal cliff issue, and we see the numbers from the corpo
europe appears to be moving in the right direction as is china so the fundamentals are moving in the right direction, but the truth is if washington messes this up, we could go into recession the first part of next year, so that's what's keeping the cautious one on equities. ultimately i think we will finish higher for 2013, but we've got -- we've got to get past this fiscal cliff, because if we don't we go into recession, and i will go underweight stocks. >> all right. we will leave it...
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Dec 31, 2012
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china pmi rising to 51.5. and that is a result of manufacturing in china in a year and a half. the shanghai index ended the day about 1.6% higher, highest close since june 20th. it has been a nice run that we've seen also in china to our point before. it's been up 16% since its four-year low in december. >> for the year the index is up 3% right now. for those who missed it, this will be the first annual gain in, i believe, three years' time. this has not been a positive stock market, despite the economy growing 7%, 8%, 9% or so. as the chinese president said this morning, there will be policies put in place to support growth. and whatever nervousness in the transition is going to fade and policymakers can get more involved. >> we've seen this play out in the metal stakes. the best fourth quarter in two years, up 56%. iron ore prices. that's a real lead on demand. and especially as the chinese government makes all these nods toward urbanization plans and the need to update and invest in infrastructure. these are the areas where you want to be. >> yeah. also ties into what clearl
china pmi rising to 51.5. and that is a result of manufacturing in china in a year and a half. the shanghai index ended the day about 1.6% higher, highest close since june 20th. it has been a nice run that we've seen also in china to our point before. it's been up 16% since its four-year low in december. >> for the year the index is up 3% right now. for those who missed it, this will be the first annual gain in, i believe, three years' time. this has not been a positive stock market,...
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Dec 12, 2012
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>> man come on, we need to diversify a way to play china. which is why my charitable trust which you can follow along with actionworksplus.com is buying the ishares trust, the fxi. buy buy buy. goes to 42. go to eddie in florida. a lot of florida calls >> caller: hello, jim, a big booyah from port st. louis lucy, florida. thanks for all the help you've give mean over the years. i wish you continued good health. >> very kind. what's going on there? >> caller: okay. i own precision drilling, pbs a long time. do i stay to own it or sell it? >> i'm a big quality guy. if you're going to be in that killing game you want to be in slum burger, alias buy meaning slumber j. best in in breed. no one ever did wrong by going best if breed. mike in illinois >> caller: booyah, mr. kram. >> what's going on? >> caller: merry christmas to your and your staff. listen what's this mass welcome the biomed, admd? >> i wish i knew. without talking to the ceo directly on the show i can't make head or tails of what is really going on with that company. i did that onc
>> man come on, we need to diversify a way to play china. which is why my charitable trust which you can follow along with actionworksplus.com is buying the ishares trust, the fxi. buy buy buy. goes to 42. go to eddie in florida. a lot of florida calls >> caller: hello, jim, a big booyah from port st. louis lucy, florida. thanks for all the help you've give mean over the years. i wish you continued good health. >> very kind. what's going on there? >> caller: okay. i own...
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Dec 26, 2012
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you could do it, if you lived in china. once again, america's proof we are falling behind in infrastructure. thanks for watching "street signs." i'll send it to "closing bell." >> and hello again, everybody. welcome to the "closing bell." i'm mandy drury sitting in for maria bartiromo. happy boxing day as well. >> christmas is over but mandy has been celebrating boxing day all day. we didn't get any presents from lawmakers in washington yet. we're still five days away from falling off the proverbial fiscal cliff and wall street, like everybody else, is waiting for some kind of a solution here, and as you can see by today's numbers the waiting game continues, although we thank brian sullivan and you, mandy, for bringing us back to positive territory in the last hour. >> i'm not sure we can take credit but we'll take it. >> the dow is up a fraction at the moment. 13,139 after a meandering much of the day. the nasdaq hardest hit today. technology has been very volatile recently. still down a fraction right now. 13 points, frac
you could do it, if you lived in china. once again, america's proof we are falling behind in infrastructure. thanks for watching "street signs." i'll send it to "closing bell." >> and hello again, everybody. welcome to the "closing bell." i'm mandy drury sitting in for maria bartiromo. happy boxing day as well. >> christmas is over but mandy has been celebrating boxing day all day. we didn't get any presents from lawmakers in washington yet. we're still...
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Dec 28, 2012
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. >> i've been reading kissinger's book on china, but he raises's broader question which is important. unfathomable as it is to americans there are parts of the world where they do not believe in alienable rights, right? they don't believe in human rights in the way that we do. >> exactly. and when we try to impose it on them they consider it a violation of their sovereignty. >> exactly. >> china feels that way often. russia, same thing. how far do we go in promoting human rights? the trade off that we'll get here. the law gets passed and human rights violators in russia can't come year and now 1,000 children don't come to the united states and people who want them don't get them. >> my personal view, no. they're glad to take our money and they've long had to put their money overseas, but they do not want human rights promotion and we've seen that inside russia and we've seen that against the crockdown on the internet and this is just the latest interaction of the series of things going back for more than a year against the political opposition and what they see is the u.s.-sponsored
. >> i've been reading kissinger's book on china, but he raises's broader question which is important. unfathomable as it is to americans there are parts of the world where they do not believe in alienable rights, right? they don't believe in human rights in the way that we do. >> exactly. and when we try to impose it on them they consider it a violation of their sovereignty. >> exactly. >> china feels that way often. russia, same thing. how far do we go in promoting...
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Dec 7, 2012
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we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the 1%, or the need to fulfill the anti-tax pledge of allegiance many of our congressmen made to my college chum grover norquist. i thought bill gates and chief justice roberts were powerful. he makes the other guys look like crash dummies. we're on the cusp of an economic boom in this country. but we have politicians that would rather create a recession, a mandated economic collapse, let's create a bear market versus rising above. and guess what? these enemies of wealth and job creation may get their way and win. yes, to bo
we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the...
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Dec 26, 2012
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industrial metals that got a boost as we saw rallies in asia on hopes that maybe this new regime in china is going to be spending more helping to prop up the property department there, housing, than might mean more demand for industrial metals. copper today, the standout in part because of that. also, a different note, the s.e.c. ahead of the holiday delayed a decision on the proposed etf, according to the "wall street journal," the etf would hold twice as much copper in terms of holdings compared to the jpmorgan holding approved on december 14th. >> i think 182,000 physical tons they could take off the market. we'll revisit it later. for a moment, thank you. bob pisani is joining me on the floor of the nyse. the big discussion is about retail and what the figures from mastercard tell us. >> i just want to point out that the dow industrials dropped in the middle of the day. there had been some concern the house leadership which is all coming back now did not send out a 48-hour notice to their membership requiring all the members to show up and vote, even though there's no fiscal cliff dea
industrial metals that got a boost as we saw rallies in asia on hopes that maybe this new regime in china is going to be spending more helping to prop up the property department there, housing, than might mean more demand for industrial metals. copper today, the standout in part because of that. also, a different note, the s.e.c. ahead of the holiday delayed a decision on the proposed etf, according to the "wall street journal," the etf would hold twice as much copper in terms of...
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Dec 17, 2012
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you mentioned the copper, the china plays. the comments. the caterpillars of the world. >> remember when ets, used to buy the actual commodity, i don't know how much, but i do see there's a lot of things that tell me that it indicates maybe we reverse. i don't like big up monday openings. i feel like they often tend to fool people. the empire was not good. it's mixed here. it's just definitively mixed. we're thirsty for those earnings. oracle could be big. ge analysts' meetings could be big. >> it is expected to give guidance for 2013. there's a 2:00 p.m. eastern time conference call, i believe, associated with that. so we may be learning some things in terms of at least our expectations next year from ge. increased its dividend last week, that not that long ago during the financial crisis was cut. rather substantially. over the last year, ge capital has begun paying a dividend yet again to its parent ge. and so it will be interesting to hear. we should point out ge still owns 49% as well as universal. >> ge made a major move. into oil and
you mentioned the copper, the china plays. the comments. the caterpillars of the world. >> remember when ets, used to buy the actual commodity, i don't know how much, but i do see there's a lot of things that tell me that it indicates maybe we reverse. i don't like big up monday openings. i feel like they often tend to fool people. the empire was not good. it's mixed here. it's just definitively mixed. we're thirsty for those earnings. oracle could be big. ge analysts' meetings could be...
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Dec 14, 2012
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china stocks having a bit of a comeback year. in other words, as a global guide, there are options to playing this fiscal cliff game here in new york. >> absolutely. you don't have to just trade the s&p 500. i mean, look at tonight, you're seeing australia up a third of a point. the japanese yen is doing very well. look at hong kong. if you want to take what the federal reserve did and apply it internationally, look at hong kong. their monetary policy is pegged to what the federal reserve does. but they have an inflation issue and their economy is tied to china. so if you buy something like ewh, the hong kong etf, all those stocks are priced in hong kong dollars. if the hong kong dollar is repegged, the ewh will go up as much as the repegging. >> what does that mean for the u.s. market? where are you on the u.s. market right now? >> you know, i think right now, probably to the end of year, if we can get some kind of movement on this fiscal cliff, you have a real potential for a pop, 3%, 4%, 5%. unfortunately, as i look to 2013, i
china stocks having a bit of a comeback year. in other words, as a global guide, there are options to playing this fiscal cliff game here in new york. >> absolutely. you don't have to just trade the s&p 500. i mean, look at tonight, you're seeing australia up a third of a point. the japanese yen is doing very well. look at hong kong. if you want to take what the federal reserve did and apply it internationally, look at hong kong. their monetary policy is pegged to what the federal...